Concurrent Investment Advisors’s BNY Mellon Dynamic Value ETF BKDV Stock Holding History

Concurrent Investment Advisors’s Portfolio BKDV Stock Details BKDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.83M	Buy	+114,487	New	+$3.68M	0.03%	515

Other funds holding BKDV

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Concurrent Investment Advisors's BKDV Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in BNY Mellon Dynamic Value ETF (BKDV) in Q2 2026: 114,487 shares worth $3.83M. The stake represents 0.03% of the portfolio and ranks #515 among its holdings.

96 funds tracked by Wall St. Rank hold BKDV as of Q2 2026.

Concurrent Investment Advisors held 114,487 shares of BNY Mellon Dynamic Value ETF worth $3.83M as of Q2 2026.
BNY Mellon Dynamic Value ETF was a new Concurrent Investment Advisors position in Q2 2026.
BNY Mellon Dynamic Value ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #515 holding.
96 funds tracked by Wall St. Rank held BNY Mellon Dynamic Value ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.